Include Fund Name with Profile Reports.
When running a report of profiles for Fund Representatives, Fund Advisors, Interested Parties, Fund Founders etc...we need to have a field in the report that shows the Fund Name that those profiles are associated with. When you look at an individual profile the associated Fund Name is listed. The exported report includes many fields of lesser used data so including the Fund Name should not be that difficult to add.
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Anonymous
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I would dearly like to invite all of my agency fund advisors to an investment meeting, and cannot figure out how to export that information!